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Allspring Growth Fund Q4 2025  Commentary

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The Allspring Growth Fund posted a 15.56% return for the year ending December 31, 2025, trailing the Russell 3000 Growth Index’s 18.15% gain, with underperformance concentrated in Q4. AI-driven sectors showed resilience, offsetting broader macroeconomic challenges, according to fund managers, who highlighted strong demand in specialized end markets like aerospace and industrial components. Carpenter Technology Corp., a key holding, benefited from its premium metal alloys used in high-demand industries, including aerospace and medical, bolstering the fund’s industrial sector performance. IT and consumer discretionary stocks dragged on returns, while industrials and healthcare selections provided positive contributions, reflecting uneven sector performance in Q4. Fund managers expressed optimism about small- and mid-cap equities, signaling potential shifts in allocation strategies amid evolving market conditions.
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Allspring Global Investments31 FollowersFollow5ShareSavePlay(17min)CommentsSummaryGrowth Fund Institutional Class shares returned 15.56% for the 1-year period ending December 31, 2025, while the Russell 3000 Growth Index returned 18.15%.The Allspring Growth Fund underperformed the Russell 3000 Growth Index during the fourth quarter.Allspring Growth Fund management believes earnings tied to end markets with strong demand—especially AI—proved resilient, helping offset macroeconomic crosscurrents.Carpenter Technology Corp. manufactures premium metal alloys used in highly specialized components across aerospace, medical, and industrial markets.Allspring Growth Fund management remains excited about the emergence of small- and mid-cap equities.

Getty Images Quarterly review The Allspring Growth Fund underperformed the Russell 3000 Growth Index during the fourth quarter. Holdings within information technology (IT) and consumer discretionary detracted from returns. Security selection within industrials and health care contributed positively to This article was written byAllspring Global Investments31 FollowersFollowAllspring is a company committed to thoughtful investing, purposeful planning, and the desire to elevate investing to be worth more. Allspring is reimagining investment management to be worth more—creating an investment, distribution, and operational experience that changes the game for clients. Note: This account is not managed or monitored by Allspring, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Allspring's official channels.

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